+196.4%
DOCN vs UAL
+191.7%
+4.8%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.9% | -4.6% | -11.3% | -13.7% |
| 7D | -29.3% | +5.0% | -34.3% | -31.0% |
| 30D | -46.0% | -1.2% | -44.8% | -45.7% |
| 3M | -43.2% | -16.8% | -26.4% | -38.5% |
| 6M | -53.7% | +18.0% | -71.7% | -58.4% |
| YTD | +46.9% | -1.2% | +48.1% | +41.4% |
| 1Y | +54.3% | +14.3% | +40.0% | +37.3% |
| All | +196.4% | +191.7% | +4.8% | +70.5% |
Cumulative growth
Daily Returns
Daily percentage return beside UAL.
Daily Out/Under-Performance
Portfolio return minus UAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UAL return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded UAL wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling